Profit Sharing · DOL Form 5500 · 2023
Judge Rotenberg Educational Center, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 1,020
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $47,083
- Avg per participant Low balance/head
Official DOL plan name: Judge Rotenberg Educational Center, Inc. Retiremen · Sponsored by Judge Rotenberg Educational Center, Inc. · Massachusetts · Healthcare & Social Assistance
$48M in assets, 1,020 participants
Judge Rotenberg Educational Center, Inc.'s Judge Rotenberg Educational Center, Inc. Retiremen reported $48M in total assets and 1,020 participants in its 2023 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #15,457 in Healthcare & Social Assistance (17,684 peers)
Where Judge Rotenberg Educational Center, Inc. Retiremen sits by assets
Judge Rotenberg Educational Center, Inc. Retiremen sits in the top quartile of all filed plans by assets, $48M for 1,020 participants (~$47,083/participant), up 9.0% in 2023.
- #15,457
- in Healthcare & Social Assistance (17,684 peers)
- +9.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Judge Rotenberg Educational Center, Inc. Retiremen's outsized position by total assets
Judge Rotenberg Educational Center, Inc. Retiremen vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$48,024,189 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Judge Rotenberg Educational Center, Inc. Retiremen's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Judge Rotenberg Educational Center, Inc. Retiremen lands in the large band (1,020 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Judge Rotenberg Educational Center, Inc. Retiremen reported net income fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Judge Rotenberg Educational Center, Inc. Retiremen reported participants rose from 930 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.
- Judge Rotenberg Educational Center, Inc. Retiremen end-of-year assets rose from $44M in the plan year 2022 filing to $48M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042489805 · Judge Rotenberg Educational Center, Inc. PY 2023 · Profit Sharing
Judge Rotenberg Educational Center, Inc. Retiremen · $48M · 1,020 · 85th
- PHOTO $48M
- PHOTO 1,020
- PHOTO 85th
- PHOTO Profit Sharing
- PHOTO near Casa Colina, Inc. 403(b) Retirement Plan
- PHOTO ind #15457
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Judge Rotenberg Educational Center, Inc. Retiremen in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $4M |
| Employer EIN | 042489805 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Judge Rotenberg Educational Center, Inc.)
Sponsor-wide plan assets over time
All Judge Rotenberg Educational Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 24.241231635489925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 930 | $44M |
| 2023 | 1 | 1,020 | $48M |
| 2024 | 1 | 1,234 | $55M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Judge Rotenberg Educational Center, Inc. Retiremen's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Casa Colina, Inc. 403(b) Retirement Plan in CA ($48M); by covered participants it is Haynes and Boone Investment Directed Profit Sharing Plan in TX (1,020 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,020 participants); asset peers above are excluded.
- Haynes and Boone Investment Directed Profit Sharing Plan (TX) 1,020 · 0 off
- The Savings Plan for Employees of Wyckoff Heights Medical Center (NY) 1,018 · 2 off
- Presbyterian Medical Services Discretionary Contribution Plan (NM) 1,015 · 5 off
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) 1,015 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.